See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,319 | $87,013-4.2% | $106,213-21.6% | $80,856+3.0% |
| Participation rate | 96.7% | 70.4%+26.3pp | 75.3%+21.4pp | 67.6%+29.1pp |
| Annual return | 20.18% | 17.05%+3.1pp | 116.14%-96.0pp | 35.59%-15.4pp |
| Employer contribution / active EE | $2,416 | $2,395+0.9% | $3,171-23.8% | $2,755-12.3% |
| Participant deferral / active EE | $5,094 | $3,986+27.8% | $5,016+1.6% | $4,296+18.6% |
| Admin fee / account holder | $18,766 | $8,431+122.6% | $11,033+70.1% | $6,918+171.3% |